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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 21 · EIN 04-6784256 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Bank Trustee | $5,966 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | - |
| Annual return | 11.25% | 72.14%-60.9pp | 7.82%+3.4pp | - |
| Employer contribution / active EE | $6,622 | $14,822-55.3% | $31,823-79.2% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $365-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $18,503-100.0% | - |